Kashima: A company's stock tends to go up when it makes any sort of restructuring announcement.

CNN: REALITY CHECK TIME

Kashima: It's going to be difficult for earnings to be up in the next fiscal year, starting April.

CNN: REALITY CHECK TIME

Kashima: Any of the defensives like communications will be stable for a while.

CNN: REALITY CHECK TIME

Kashima: There's going to be a reduction in capacity.

CNN: REALITY CHECK TIME

Kashima: It's too early to tell.

CNN: REALITY CHECK TIME

Kashima: There's going to be a differentiation within export companies: those which will instantly do well when the yen goes back down to 130-135 and others which will continue to struggle even if the yen goes to 135-140 because they're also having problems with demand overseas and locally.

CNN: REALITY CHECK TIME